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Feb 21, 2013
02/13
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bet you dana telsey even says um this time instead of never saying ah or um. we're going to rattle here. >> ceo and chief research officer, and dana, the big question is, what do we know about walmart, including is there anything that you can glean from this that tells us anything about what happened in february? >> i don't think you can glean anything from february. but certainly the 1.3% u.s. comp for the fourth quarter, the guidance was 1% to 3% and so it definitely at the low end. people are going to want to hear about the payroll tax increase and what they're seeing for traffic. the first quarter number also coming in a touch light in terms of the guidance. you have to assume some of that is coming from sales that are a touch weaker. certainly what we're seeing is there's a ton of calendar shifts in 2013. the earlier easter, the earlier mother's day. retailers planning, that's tough to do. but what we're seeing so far is, the fourth quarter number was better, and the low comp and also the guidance for the low first quarter, the consumer's a touch weaker.
bet you dana telsey even says um this time instead of never saying ah or um. we're going to rattle here. >> ceo and chief research officer, and dana, the big question is, what do we know about walmart, including is there anything that you can glean from this that tells us anything about what happened in february? >> i don't think you can glean anything from february. but certainly the 1.3% u.s. comp for the fourth quarter, the guidance was 1% to 3% and so it definitely at the low...
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Aug 27, 2013
08/13
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dana, where does the stock go from here? >> overall it needs to have results. it needs to have same-store sales. it's getting closer to flat than the negative 12% and they're going up against a negative 26% to negative 32% through the back half of the year. >> is this a positive development? is this a negative development? do you say there was going to be an overhang on the stock and the good news is they just cleared that overhang out in one fell swoop? or do you say to yourself, if he's willing to take a loss at this point, that's bad news for everybody? >> i think your first scenario's more likely. i think it was disruptive in terms of what was going on. you have to be able to get the company to some sort of level of stabilization. it was challenging to do that with the boardroom fights happening on main street. and now the holiday season is coming, the most important time of the year for the company. they're trying to get the home department fixed and focus and concentration is the key. >> courtney, the view inside jcpenney, they're happy to see mr. ackman
dana, where does the stock go from here? >> overall it needs to have results. it needs to have same-store sales. it's getting closer to flat than the negative 12% and they're going up against a negative 26% to negative 32% through the back half of the year. >> is this a positive development? is this a negative development? do you say there was going to be an overhang on the stock and the good news is they just cleared that overhang out in one fell swoop? or do you say to yourself,...
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Apr 9, 2013
04/13
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i like that name. >> dana, dow like macy's shares? that's one company that has been able to steal a lot of market shares. i do. i do like macy's. our conference is kick off today and we'll be speaking with macy's at 8:10 this morning. it will be interesting to hear what they have to say. overall, there's strategies in place. they've done very good work. they've executed well. you have bloomingdales who did well, too. you have the my macy's, the localization, they've basically taken it step by step and it's worked. >> terry. >> dana, thank you. >> thank you. >> we'll have more on the high profile departure coming up at 6:30 eastern time. >>> and another stock to watch today, alcoa, the largest aluminum producing company and the country reported better than expected first quarter earnings because of strength in this raw materials segment. but the sales were below expectations and the company also didn't give a real strong outlook. it was uncertain, dragged down the company shares after hours. you know, you go back years and there hasn't
i like that name. >> dana, dow like macy's shares? that's one company that has been able to steal a lot of market shares. i do. i do like macy's. our conference is kick off today and we'll be speaking with macy's at 8:10 this morning. it will be interesting to hear what they have to say. overall, there's strategies in place. they've done very good work. they've executed well. you have bloomingdales who did well, too. you have the my macy's, the localization, they've basically taken it...
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Jan 17, 2013
01/13
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. >> was that dana plato? >> dana plato. >> so that was bad, and then gary coleman. >> yeah. >> so now -- >> this guy living with phil drummond. but 89 years old. this was not a scandal-plagued -- >> you still want to talk about lance. >> we'll talk a little bit about lance maybe after the break. >> you got 30 seconds. what's left to say? the guy going from oregon is more interesting going to -- >> well, no, back to the banker behind lance armstrong. >> oh. >> we use that as a tease and talk about it a little bit later. this morning's top headlines plus quarterly results from bank of america. they're expected within minutes. we'll have the numbers and the instant analysis when we return. tdd#: 1-800-345-2550 when i'm trading, i'm totally focused. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any comput
. >> was that dana plato? >> dana plato. >> so that was bad, and then gary coleman. >> yeah. >> so now -- >> this guy living with phil drummond. but 89 years old. this was not a scandal-plagued -- >> you still want to talk about lance. >> we'll talk a little bit about lance maybe after the break. >> you got 30 seconds. what's left to say? the guy going from oregon is more interesting going to -- >> well, no, back to the banker behind...
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Dec 26, 2013
12/13
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gap is one that dana has been a big fan of for a while. i think they've done a lot to reinvigorate their brands. pricing is much better, stores look a lot better. the product is right. the merchandising has been spot-on. and we think they've been one of the winners this holiday season. >> and is that something you think will continue? or is that because of the deep discounting? have they got their act together? >> a little of both. i do think the merchandise does look a lot better. it's a cleaner look, a little brighter. people tend to like color and i think that's worked. >> do you know what they represent anymore? when i think about the gap or banana republic. the old navy brand i feel like i understand the old navy brand still. i don't think i understand what the gap is supposed to be. >> well, i -- i do think that the core gap brand is still that classic american, you know, clothes that you wear. you go casual, some people do wear it to work. i think banana republic certainly fits that more casual wear to work environment better. but,
gap is one that dana has been a big fan of for a while. i think they've done a lot to reinvigorate their brands. pricing is much better, stores look a lot better. the product is right. the merchandising has been spot-on. and we think they've been one of the winners this holiday season. >> and is that something you think will continue? or is that because of the deep discounting? have they got their act together? >> a little of both. i do think the merchandise does look a lot better....
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Aug 20, 2013
08/13
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>> you know, off the top of my head, it's dana's company. i don't have the numbers. the expectation were low there, it's a decent result, relatively speaking. i think there is hopefulness j.c. penney will turn it around. i think on the hard line side is where best boy had terrific numbers. home depot had strong numbers. we will hear from dick's sporting gods later. >> jc penney $2.66 billion for those revenues. joe, when you think about home depot and the consumer and a rising mortgage rate environment, are you seeing the disposable income of some of these consumers actually getting hit before we get to the end of the year? and is that going to affect tear abilities to improve their homes? >> no, you know, i think the wealth effect is actually helping to drive sales. if you think about the installed base of homeowners are mainly set. you know the new homes or the turnover of homes is a pretty small turnover of the market. probably almost 85, 90% of home debow sales come from people saying put. if they feel better about the value of their home or the jobs situation, t
>> you know, off the top of my head, it's dana's company. i don't have the numbers. the expectation were low there, it's a decent result, relatively speaking. i think there is hopefulness j.c. penney will turn it around. i think on the hard line side is where best boy had terrific numbers. home depot had strong numbers. we will hear from dick's sporting gods later. >> jc penney $2.66 billion for those revenues. joe, when you think about home depot and the consumer and a rising...
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Aug 14, 2013
08/13
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we'll get you the results from the retail giant and analysis from dana tellsy. plus, we'll tell you what to expect when cisco reports after the well. who is winning the ral? >> i won. i won the money. i won the money. did you hear mow? i say i won. it's here, right here. >> we'll continue our what's work series with stock picks from a top rated strategist and portfolio manager. >> and breaking economic data. >> a bunch of my economists are trying to bore me to death. >> the nerd. >> we'll get the producer price index for july at 8:30 a.m. eastern. >> the third hour of "squawk box" begins right now. >> welcome back to "squawk box" here on cnbc, first in business worldwide. i'm andrew ross sorkin along with becky quick. steve liesman with us and joe kernin on vacation and our guest host gives us perspective, dan colorusso. >> macy's out with earnings 72 cents a share and the street was looking for 78 cents and the comments from the company that acknowledged that this was a soft disappointment or soft -- softer than expected just in terms of that performance. they
we'll get you the results from the retail giant and analysis from dana tellsy. plus, we'll tell you what to expect when cisco reports after the well. who is winning the ral? >> i won. i won the money. i won the money. did you hear mow? i say i won. it's here, right here. >> we'll continue our what's work series with stock picks from a top rated strategist and portfolio manager. >> and breaking economic data. >> a bunch of my economists are trying to bore me to death....
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Feb 7, 2013
02/13
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. >> business investment is up, and i saw, i think dana telsey was on a program preceding this one on cnbc saying that actual january trends in retail look pretty good. i mean the airlines have done well, also. >> i hear you loud and clear. but then why are -- why is truck to beage down? if retail is doing so well, where are those goods coming from? when you look at the volumes of containers coming into our ports, you look at the volumes being moved by truck, it's negative and that means there's less product somewhere being moved, being sold. >> so if we went to the declining trucking tonnage as the leading indicator that is not boding well, what are the implications for an investor in this space? don? >> well, it implies that most of these companies are a little bit ahead of themselves. that most of these stocks are fairly or fully valued. we recommend things like union pacific because we're moving all of those chemicals. moving all of the by-products coming out of the -- those chemical refineries in the gulf. they're also moving all of the intermodal traffic. we've seen decemberal p
. >> business investment is up, and i saw, i think dana telsey was on a program preceding this one on cnbc saying that actual january trends in retail look pretty good. i mean the airlines have done well, also. >> i hear you loud and clear. but then why are -- why is truck to beage down? if retail is doing so well, where are those goods coming from? when you look at the volumes of containers coming into our ports, you look at the volumes being moved by truck, it's negative and that...
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Feb 26, 2013
02/13
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. >> and dana -- no, i forget. but daniel day-lewis has now won more than any other man. jack has won a few. >> jack. >> yeah, right. >> check futures right now. green arrows across the board. things are setting up nicely, after a tough day yesterday. dow looking like it's going to be up about 53 points, nasdaq up almost 6 and s&p 500 a little over 4 points. when we return uncertainty over italy's election results driving much of the action in overseas markets this morning. we're going to hear from gemma godfry next on the political situation and what it means for investors. >>> still to come, spending cuts and the markets. house minority whip steny hoyer is here to talk about what needs to be done to strike a deal before the sequester deadline. "squawk box" is rising above and giving you the knowledge to make smart investment decisions. and it's only on cnbc. profit from it. how do you keep an older car running like new? you ask a ford customer. when they tell you that you need your oil changed you got to bring it in. if your tires need to be rotated, you have to get tha
. >> and dana -- no, i forget. but daniel day-lewis has now won more than any other man. jack has won a few. >> jack. >> yeah, right. >> check futures right now. green arrows across the board. things are setting up nicely, after a tough day yesterday. dow looking like it's going to be up about 53 points, nasdaq up almost 6 and s&p 500 a little over 4 points. when we return uncertainty over italy's election results driving much of the action in overseas markets this...
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Aug 19, 2013
08/13
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eugene robinson, dana milbank. all these type. and i said you are probably the most conservative or fair-minded person at the entire "new york times." that's what i said. >> thank you for that. >> but it was as far left as you are, you are probably the most reasonable person, which is why the huffington post probably doesn't like you. >> i don't know where to go with that. >> i have two points who read the allyn sloan piece. >> he better declare. >> but his point was -- >> was it the internet came from the 19th -- >> he was making a very left argument that the internet was a product of the government and, therefore, jeff bezos should be -- >> you guys lost your -- even robert schiller admits that invest investment in infrastructure comes from entrepreneurs. even bono knows it now. >> bono. >> bono? who is bono? >> oh, he's -- >> can i give one irony of that allyn sloan's piece in "fortune." "the washington post" pays to republish that piece in "the washington post." so we'll see how long that lasts. >> jennifer rubin started follo
eugene robinson, dana milbank. all these type. and i said you are probably the most conservative or fair-minded person at the entire "new york times." that's what i said. >> thank you for that. >> but it was as far left as you are, you are probably the most reasonable person, which is why the huffington post probably doesn't like you. >> i don't know where to go with that. >> i have two points who read the allyn sloan piece. >> he better declare. >>...